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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1072 | 1066 | 1108 | 1378 | 1488 | 1947 |
Fund Return | 7.17% | 6.59% | 10.76% | 11.27% | 8.27% | 6.89% |
Place in category | 80 | 89 | 103 | 34 | 62 | 63 |
% in Category | 36 | 41 | 57 | 26 | 46 | 67 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Core Bond R6 | 24.67B | 4.32 | 3.06 | 2.19 | ||
JPMorgan Core Bond Select | 22.4B | 4.24 | 2.86 | 2.01 | ||
JPMorgan Core Plus Bond R6 | 14.62B | 4.24 | 3.58 | 2.41 | ||
JPMorgan Short Duration Bond R6 | 7.58B | 3.04 | 4.45 | 2.24 | ||
JPMorgan Strategic Income Opps Sel | 7.59B | 2.05 | 4.65 | 2.91 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
The Vanguard Target Retire 2030 Tr1 | 110.17B | 7.94 | 11.68 | 7.60 | ||
The Vanguard Target Retire 2030 Tr2 | 110.17B | 7.95 | 11.68 | 7.59 | ||
Vanguard Target Retire Trust Plus30 | 110.17B | 7.94 | 11.69 | 7.61 | ||
Vanguard Target Retirement 2030 Inv | 99.39B | 7.89 | 11.64 | 7.52 | ||
American Funds 2030 Trgt Date RetR6 | 35.63B | 8.62 | 11.84 | 8.23 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan Core Bond R6 | - | 24.99 | - | - | |
JPMorgan US Research Enhanced Equity R6 | - | 13.77 | - | - | |
JPMorgan US Equity R6 | - | 13.59 | - | - | |
JPMorgan Core Plus Bond R6 | - | 8.34 | - | - | |
JPMorgan International Rsrch Enh Eq ETF | - | 8.31 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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